ConnectMachine keeps every interior design contact in one searchable place: clients, prospects, and the trade sources you rely on, from your workroom to your stone yard. Add notes and voice memos to each person, then ask the AI Concierge to resurface the vendor or client you need, so your rolodex works instead of scattering across cards and notebooks.
An interior designer's real asset is not just taste, it is a rolodex. You know the workroom that does perfect drapery, the stone yard with the good remnants, the upholsterer who never misses a lead time, and the painter who shows up clean. On top of that, you carry years of clients, each with a space, a style, and a budget conversation you are supposed to remember.
The trouble is where all of that lives. Vendor cards pile up in a drawer, client details sit half in your phone, and the name of that brass hardware source is buried in a text from eight months ago. Contact management with ConnectMachine puts every one of those people in one private, searchable place, each with its own notes, so the network you built actually works when you need it.
Where your contacts live now: everywhere
Think about where you would look right now for the number of the workroom that made the Hillcrest drapes. Maybe it is in your phone, maybe on a card in a drawer, maybe in an email thread, maybe you would just text another designer and ask. That scatter is the problem. The people you depend on are spread across too many places to search, and the context that makes them useful lives only in your head.
It gets worse as you grow. A new project brings new vendors, a trade show fills your bag with cards, and every past client is someone you might want to reach again. None of it is organized, so you rebuild the same knowledge on every job instead of drawing on what you already know.
- Vendor cards in a drawer, a tote bag, or the bottom of your car.
- Client details split between your phone and old emails.
- The good sources buried in text threads from months ago.
- No note on lead times, pricing, or who to actually ask for.
One private book for clients and trade sources
Contact management with ConnectMachine gives you one place for every person in your business, on both sides of the work. On one side, your clients and prospects, each with the space, style, and budget you talked about. On the other, your trade network: the workroom, the stone yard, the upholsterer, the painter, the general contractor, the fabric rep. Same book, same search, always in your pocket.
Adding someone is quick. Scan a paper business card and the AI reads it, filing the name, company, title, email, and phone for you, and it keeps the original card image too. When you meet a new vendor at a showroom or collect a card at a trade show, that card becomes a searchable contact in seconds instead of one more thing to lose.
Your book is private by default and never sold, encrypted while it sits on your phone and while it syncs, so the sourcing list you spent years building stays yours alone.
Notes and voice memos on every contact
A name and a number do not tell you why a vendor matters. The value is in the details, and the place to keep them is on the contact itself. Every person in your book can carry written notes and voice memos, so the context travels with them.
After a call with a new upholsterer, hold the phone and talk: 'does welt cording beautifully, six week lead time, ask for Marco, priced high but worth it on hero pieces.' Ten seconds, and that knowledge is saved for good instead of fading before the next project. Do the same for a client: 'loft renovation, loves warm minimalism, spring budget, hates cool grays.'
- For a vendor: lead times, pricing, minimums, and who to ask for.
- For a workroom or trade: what they do best and where they cut corners.
- For a client: the space, the style they love, and the budget conversation.
- Anything personal worth remembering, so the next call sounds like you never forgot.
Tag your contacts so the right group surfaces
Tags turn a long list into something you can slice in a second. Label people by what they are and how you work with them, and you can pull up a whole category the moment a project calls for it.
- Add each contact, from your closest workroom to a prospect you met yesterday.
- Tag them by type: client, prospect, vendor, workroom, contractor, or showroom.
- Add a second tag for style or project when it helps, like coastal, modern, or the Hillcrest job.
- Drop a note or a voice memo while the details are still fresh.
- From then on, filter by a tag to see every source or client in that group at once.
When a client asks for a bold upholstered wall, you are not scrolling your whole phone. You filter to the upholstery and drapery vendors you tagged and start with the ones you already trust.
Ask for the contact you need in plain language
The best part comes months later, when you cannot remember a name but you remember the work. The AI Concierge searches your own contacts and your calendar in plain language, so you can ask the way you actually think.
'Who did the brass hardware on the Hillcrest project?' 'Who wanted the kitchen remodel?' 'Which stone yard had the good Calacatta?' 'Who does my drapery?' It reads your notes and pulls up the right person in seconds, so the rolodex in your head is finally backed by one you can search.
Your whole network, in one place you carry
Because every contact lives in one book, none of it is trapped. Your list comes with you between projects and connects to the tools you already run, so the network you built keeps working for you.
- Export your whole list to a CSV on any plan, so a lost phone never means a lost rolodex.
- Sync to your CRM on a paid plan, with your notes attached.
- Connect to 5,000+ apps through Zapier when you want a contact to trigger a next step.
- Share your own card by QR, link, or tap, and the other person opens it in a browser with no app to install.
The card you hand out and the contacts you collect are the same system. Clients and vendors get one scan to reach you, and every person you meet flows back into the one book you search.
